How do I edit a contact's group(s)?

Katie Flood

April 22, 2020 19:35

Updated

All users

Contact profile (accessible by clicking a contact's name anywhere on the site)

To add a contact to an existing group

Click into the Groups text box, and begin typing the name of the group that you would like to add the contact to. A dropdown will appear with any groups that match what you have typed. Click on the group that you would like to add the contact to, then click Save at the bottom of the page.

If you would like to add a contact to every existing group, click Add all groups at the top right of the box before hitting Save.

To add the contact to the South group, we'll click South (highlighted in yellow), and then click Save.

To remove a contact from an existing group

In the Groups text box, click the X next to any group name to remove the contact from that group. Click Save at the bottom of the page.

To remove the contact from the South group, we'll click the X next to South, then click Save.

To add a contact to a new group

Click into the Groups text box, and type the name of the new group. A dropdown will appear with your typed group name and Add to List - click to add the new group. Repeat this process if the contact should belong to more than one new group. Click Save at the bottom of the page to update the data and create the new group(s).

To add the contact to a new group called New Group, we've typed our group name. We'll click Add to List, then click Save.